Are you just getting started in planned giving? Would you like to restart your planned giving program? The Planned Giving Startup Seminar is designed to teach the fundamentals of planned gifts including guidelines for gifts of cash, stock and real property. You will learn the basics of bequests, gift annuities, charitable remainder unitrusts, and how to handle major gifts of appreciated property. This seminar also includes valuable sessions on planned gifts marketing and gift acceptance and administration. CE Credits: 12 hours.
- Starting a Planned Giving Program
- Wills and Bequests
- Gift and Estate Planning
- Charitable Gift Annuities
- Charitable Remainder Trusts
- Planned Gifts Marketing
- Planned Gifts Social Media
- Creative Unitrusts
- Retirement Gifts
- Target Marketing
- Gift Administration
- Social Media
"The Startup Seminar was substantive especially for someone new to planned giving or looking to refresh their planned giving program. There was so much information and it was well taught. The lecturers were great."
"I am new to fundraising. All of this was exactly what I needed. Thank you!"
"The presentation was easy to follow. Difficult concepts were explained with simplicity. I especially liked the straight forward approach of the instructor."
"Very awesome presentation! It was clear, concise and personal. The speaker provided helpful notes and I enjoyed his presentation style."
"The speaker's knowledge was good and he was enthusiastic about the topic. I appreciated the helpful materials and the practical suggestions."
"I am new to fundraising. All of this was exactly what I needed. Thank you!"
"The presentation was easy to follow. Difficult concepts were explained with simplicity. I especially liked the straight forward approach of the instructor."
"Very awesome presentation! It was clear, concise and personal. The speaker provided helpful notes and I enjoyed his presentation style."
"The speaker's knowledge was good and he was enthusiastic about the topic. I appreciated the helpful materials and the practical suggestions."
